> ## Documentation Index
> Fetch the complete documentation index at: https://memberpulseptyltd.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Salesforce Integration

> Connect and configure Salesforce CRM integration

Connect MemberPulse to Salesforce for CRM data synchronization.

## Setup

<Steps>
  <Step title="Connect Account">
    Click "Connect to Salesforce" and authorize via OAuth
  </Step>

  <Step title="Map Fields">
    Map MemberPulse fields to Salesforce Contact/Account fields
  </Step>

  <Step title="Configure Sync">
    Choose sync direction and frequency
  </Step>

  <Step title="Set Tags">
    Configure automatic tagging rules
  </Step>
</Steps>

## Sync Configuration

| Object     | Direction     | Sync      |
| ---------- | ------------- | --------- |
| Contacts   | Bidirectional | Real-time |
| Accounts   | MP → SF       | Daily     |
| Activities | MP → SF       | Real-time |
| Tags       | MP → SF       | Real-time |

## Field Mapping

Map MemberPulse fields to Salesforce:

* Member → Contact
* Company → Account
* Events → Campaign Members
* Engagement → Activities

## Features

### Salesforce Integration

#### Acceptance Criteria

##### Frontend

* [ ] UI supports the workflows described in this feature.

##### Backend / API

* [ ] Backend behavior supports this feature as documented.

##### Permissions

* [ ] Access is restricted per the Capabilities matrix on this page (or equivalent role rules).

##### Business Rules

* [ ] All business rules for this feature are enforced.

##### Error Handling

* [ ] Error states return clear messages and appropriate HTTP status codes.

## Implementation Contracts

### Backend (API)

```
POST   /api/integrations/salesforce/connect
GET    /api/integrations/salesforce/status
PUT    /api/integrations/salesforce/settings
PUT    /api/integrations/salesforce/field-mapping
POST   /api/integrations/salesforce/sync
GET    /api/integrations/salesforce/sync-log
```